Strategic Blueprint’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Strategic Blueprint’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,900	Closed	-$204K	–	733
2025 Q3	$204K	Buy	+3,900	New	+$201K	0.01%	702
2021 Q3	–	Sell	-2,414	Closed	-$137K	–	977
2021 Q2	$137K	Buy	+2,414	New	+$137K	0.02%	437

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Strategic Blueprint's MUNI Position: Q4 2025 in Review

Strategic Blueprint sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2025, closing a stake of 3,900 shares — an estimated $204K sold.

Strategic Blueprint first reported a position in MUNI in Q2 2021 and held it in 2 quarters. The position peaked at $204K in Q3 2025. 412 funds tracked by Wall St. Rank hold MUNI as of Q4 2025.

Strategic Blueprint reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Strategic Blueprint sold 3,900 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $204K.
Strategic Blueprint first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2021 and held it in 2 quarters.
Strategic Blueprint's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $204K in Q3 2025.
412 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.